As the focus on RRSP season is over, we turn our attention to the current tax season. It is important to note that personal tax returns must be filed by April 30th. We kindly ask that you provide us all documentation at least two weeks prior to the appropriate deadline.

Your company is an operating company or an investment holding company. It has retained profits or surplus cash that is not paid to you, since you do not need the income. Your corporation invests the cash in a balanced portfolio including a traditional fixed income component, which you earmark for your heirs or favourite charity. You want a financial planning strategy that will reduce taxes annually and increase the funds available when you die.

The Bank of Canada has been signaling for a while now that they will respond to inflation by raising interest rates. Sure enough, on March 2nd they announced a hike in the overnight rate by 0.25%. Here are answers to the most commonly asked questions.

Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients. We want to ensure that you receive your fund requests when you need it; for example, buying a new car or any other purchase. Please review our client request process for EFTs & Wire Requests.

Yet another year has gone by and you have heard it said “The more things change, the more they stay the same”.